We proudly take the long view
We proudly take the long view
When it comes down to it, our true calling isn't about money or finances. It's about building a relationship that helps free you from uncertainty, fear, and worry. So you're free to be the you that savors every adventure and every moment.
Our true calling
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We are pleased to announce John Ross, Senior Vice President, Jonathan Hungerford, Senior Vice President, and Jessica Humphreys, Client Associate, have joined Millennium Private Wealth.
148 River Street, Suite 120, Greenville, SC 29601 | Tel: 864-232-9950
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Millennium Private Wealth is a separate entity from WFAFN.
About Millennium
About Millennium
We take notes. We crunch numbers. And we put 150 years of combined financial expertise and experience to work - to create investment plans built around their personal needs and vision. Not just as they are today, but as they evolve
over time, over generations. Because if there's one thing life promises, it's change.
Our Team
Millennium Private Wealth opened its doors in March of 2016 on Daniel Island, SC. Millennium Private Wealth is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.
MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.
Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.
MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.
Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.
Millennium Resources
Millennium Resources
We hope you will take advantage of this resource and visit us often. We are committed to our clients and define our success by our clients' success.
Resources
ARTICLES
SEVENTY-FIVE PERCENT OF AMERICANS AGREE THEY WOULD BENEFIT FROM HAVING BASIC FINANCIAL EDUCATION AND INFORMATION.
Source: The 2016 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
Source: The 2016 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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CALCULATORS
ONLY 48% OF U.S. WORKERS HAVE TRIED TO DETERMINE HOW MUCH THEY WILL NEED TO SAVE FOR A COMFORTABLE RETIREMENT.
Source: Employee Benefit Research Institute, 2015
Source: Employee Benefit Research Institute, 2015
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NEWSLETTERS
FIFTY-SEVEN PERCENT OF AMERICAN WORKERS HAVE SAVED LESS THAN $25,000 FOR RETIREMENT, AND 28% HAVE SAVED LESS THAN $1,000.
Source: Employee Benefit Research Institute, 2015
Source: Employee Benefit Research Institute, 2015
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TAX LIBRARY
WE'VE PUT TOGETHER A COLLECTION OF RESOURCES TO HELP YOU MANAGE YOUR TAXES AS WELL AS PREPARE FOR THE UPCOMING TAX SEASON.
LEARN MORE VIDEOS
THESE ENGAGING, SHORT ANIMATIONS FOCUS ON A VARIETY OF FINANCIAL TOPICS AND ILLUSTRATE KEY FINANCIAL CONCEPTS AND CURRENT EVENTS.
LEARN MORE Comprehensive Wealth Management Strategies
We have in-depth experience in financial strategy and investment management, but we also bring professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with
whom you already have a relationship.
View Details Contact Millennium
Contact Millennium
With the knowledge that persistence and patience helps to produce enduring results contact Millennium with your questions. Our experienced staff is ready to answer any question anytime with comprehensive strategies made for
lifetime enjoyment and well being.
Contact Us
Send us a message
Please complete the Contact Form and we'll be in touch.
Millennium Private Wealth
225 Seven Farms Dr, Suite 300
Charleston, SC 29492
Tel: 843-471-2630
Fax: 843-471-2656
225 Seven Farms Dr, Suite 300
Charleston, SC 29492
Tel: 843-471-2630
Fax: 843-471-2656
Millennium Private Wealth (Greenville Office)
148 River Street, Ste 120
Greenville, SC 29601
Click to view parking map
Tel: 864-232-9950
Fax: 864-438-1261
148 River Street, Ste 120
Greenville, SC 29601
Click to view parking map
Tel: 864-232-9950
Fax: 864-438-1261
Millennium Private Wealth (Savannah Office)
300 Drayton Street, Mezzanine Level
Savannah, GA 31401
Tel: 912-644-5670
Fax: 912-644-5674
300 Drayton Street, Mezzanine Level
Savannah, GA 31401
Tel: 912-644-5670
Fax: 912-644-5674